Check taxes against receipts and bank statements

A user had Claude compare tax figures with receipts and bank statements, flagging discrepancies, then reviewed the draft themselves.

What They Did

The poster fed Claude Opus the numbers and dates from a more complicated household tax situation involving a spouse’s LLC, revenue and expense streams, and some public business names. Claude checked their first pass, caught issues like double-counted revenue and expenses and client attribution problems, rechecked the calculations, and produced a spreadsheet that the user then entered into FreeTaxUSA; the user says they also reviewed it against receipts and bank statements themselves.

How It Went

They say the final figures matched their receipts and bank statements after several prompts, and it helped enough that they skipped a CPA who had quoted $2,000. It was still a manual handoff into FreeTaxUSA rather than fully automated filing.

Worth Knowing

The privacy catch was that they only gave Claude numbers, dates, and a few public business names, not EINs, SSNs, or family or company names and addresses.